Mutual Fund Sales Representatives at LeadCapital PLC

Role Description

• The Mutual Fund Sales Representative will be responsible for building and maintaining client relationships, promoting and selling mutual funds, providing investment advice, conducting market research, and meeting sales targets.
• The role involves engaging with clients in person and ensuring excellent customer service.

Qualifications

• Strong sales and negotiation skills
• Excellent interpersonal and communication skills
• Knowledge of mutual funds and investment products
• Ability to understand and analyze financial markets
• Previous experience in sales or financial services
• A Bachelor's degree in Finance, Economics, Business Administration, or a related field
• SEC certification or relevant licenses (e.g., CIS, CSCS) is a plus